Cache Advisors LLC Buys Shares of 20,014 Cisco Systems, Inc. $CSCO

Cache Advisors LLC bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 20,014 shares of the network equipment provider’s stock, valued at approximately $1,542,000.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems in the third quarter worth about $25,000. Board of the Pension Protection Fund acquired a new stake in shares of Cisco Systems in the fourth quarter worth about $31,000. Lowe Wealth Advisors LLC lifted its position in shares of Cisco Systems by 96.2% in the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after buying an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC lifted its position in shares of Cisco Systems by 115.7% in the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after buying an additional 251 shares during the last quarter. Finally, Holos Integrated Wealth LLC acquired a new stake in shares of Cisco Systems in the fourth quarter worth about $41,000. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, SVP Maria Victoria Wong sold 551 shares of Cisco Systems stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president directly owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. This trade represents a 1.93% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total transaction of $134,410.08. Following the sale, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 46,431 shares of company stock worth $3,574,820. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Trading Up 3.7%

Shares of CSCO stock opened at $83.70 on Thursday. Cisco Systems, Inc. has a 52-week low of $52.67 and a 52-week high of $88.18. The stock has a market cap of $330.61 billion, a price-to-earnings ratio of 29.37, a P/E/G ratio of 2.98 and a beta of 0.83. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The firm has a fifty day moving average of $79.57 and a 200-day moving average of $75.96.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.Cisco Systems’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.94 EPS. On average, equities research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 2.0%. The ex-dividend date is Thursday, April 2nd. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is 58.95%.

Analyst Ratings Changes

A number of analysts have recently weighed in on CSCO shares. President Capital reduced their price objective on shares of Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. BNP Paribas Exane boosted their price objective on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Finally, JPMorgan Chase & Co. boosted their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Four analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $89.76.

Trending Headlines about Cisco Systems

Here are the key news stories impacting Cisco Systems this week:

• Positive Sentiment: Truist initiated coverage with a Buy and $94 price target, citing strength in Cisco’s networking business and secular cybersecurity tailwinds — a direct analyst endorsement that can lift investor sentiment. Cisco Systems (CSCO) See Vast Potential in Securing AI Agents
• Positive Sentiment: Cisco is named as a founding partner in Anthropic’s Project Glasswing (access to Mythos model) — this positions Cisco to help secure AI agents and participate in shared tooling to find/patch vulnerabilities, reinforcing its cybersecurity revenue story. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Sector momentum: cyber stocks are rallying on Anthropic’s Project Glasswing news and broader re-rating of security names — positive spillover for Cisco’s security and networking franchises. Cybersecurity Stocks Climb Amid Anthropic’s Project Glasswing Launch
• Positive Sentiment: Corporate governance/strategy boost: Cisco added Pete Shimer (former Deloitte COO/CFO) to its board as it leans into AI infrastructure — a credibility and oversight signal that investors often view favorably. Cisco Adds Pete Shimer To Board As AI Infrastructure Story Builds
• Positive Sentiment: Technical setup: CSCO recently cleared its 50-day moving average, indicating a short-term bullish trend that can attract momentum traders. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Cisco released its State of Industrial AI report highlighting adoption and network/security readiness needs — supports product positioning but is more long‑term/PR than immediate revenue impact. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Neutral Sentiment: Corporate social/skills initiative: Cisco and Quest Alliance announced vocational training work in India — positive for brand and long-term talent pipeline but unlikely to move near-term earnings. Cisco and Quest Alliance Are Modernizing Vocational Training for India’s Next-Gen Workforce
• Negative Sentiment: Security concern: a Salesforce-managed CRM breach reportedly exposed Cisco data (linked to the ShinyHunters group), raising short-term questions about data protection and potential PR/regulatory scrutiny for enterprise vendors. This is a reputational risk that investors will watch. Salesforce Security Breach Tests Conviction In AI Agent Growth Story

About Cisco Systems

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.